How big is Zealth, Inc.'s plan?

Zealth, Inc.'s plan reported $12.4M in assets and 241 participants for 2024.

Original filing (PDF)20251015122113NAL0004515361001

Zealth, Inc.

Name: Zealth, Inc. — Notable 401(k) Plan, Form 5500 (2024)
Creator: Zealth, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Notable 401(k) Plan

401(k) retirement plan · Zealth, Inc.'s Notable 401(k) Plan held $12.4M in plan assets for 241 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

241

Accounts w/ balance

285

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Berni Rice signed Zealth, Inc.'s 2024 Form 5500 as plan administrator.

Berni Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zealth, Inc.'s EIN is 82-1290020.

EIN 82-1290020

Plan number 001

Plan year 2024

ACK ID 20251015122113NAL0004515361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zealth, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

ZEALTH, INC.

EIN

all filings

Address

400 S. EL CAMINO REAL · SUITE 600 · SAN MATEO, CA · 94402

Phone

(800) 450-1304

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Investments

29 direct securities· $12.4M(100% of reported assets)

Mutual Funds

$8.3M

14 holdings

Common Collective Trusts

$3.6M

8 holdings

Other securities

$205K

5 holdings

U.S. Treasuries

$161K

1 holding

Bonds / Notes

$83K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.0M	24.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.1M	16.6%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.7M	14.0%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.4M	11.6%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$874K	7.1%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$547K	4.4%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$454K	3.7%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$434K	3.5%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$218K	1.8%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$197K	1.6%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$162K	1.3%
Gabelli US Treasury Money Market Fund Mutual Fund	U.S. Treasuries	—	—	$161K	1.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$123K	1.0%
MFS International Equity Fund Class R6 Mutual Fund	Mutual Funds	—	—	$123K	1.0%
PIMCO RAE US Small Fund Class A Mutual Fund	Mutual Funds	—	—	$105K	0.8%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$95K	0.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$94K	0.8%
Participant Loans to participants, bearing interest from 8.75% to 9.50%	Bonds / Notes	—	—	$83K	0.7%
Principal Mid Cap Value R6 Fund Mutual Fund	Other securities	—	—	$79K	0.6%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$75K	0.6%
Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$68K	0.5%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$63K	0.5%
Fidelity Inflation Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$39K	0.3%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$29K	0.2%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$18K	0.1%
American Century High Income Fund R6 Class Mutual Fund	Other securities	—	—	$11K	<0.1%
American Funds Bond Fund of America R6 Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
American Century Small Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$2K	<0.1%